Trust and Estate Administration Paralegal

Trust and Estate Administration Paralegal with Cole Schotz in NY, NJ or Boca Raton, FLHybrid - can be in NY, NY, Northern NJ or Boca Raton, FLSalary Range: $76K - $162K + benefits pending what you bring to the table5+ to 7 years experienceSeniority Level - Mid-SeniorManagement Experience Required - NoMinimum Education - CertificationWillingness to Travel - NeverIdeal Candidate Candidates need to have experience working for an Am 100/200 firm or similar. Solid experience is required. Skills and Certificationsstrong proficiency in estate tax software such as ONESOURCE/Fast Tax, HotDocs,A college degree, paralegal certificate, or a JD is preferredOur client, a top Am 100 law firm, is seeking a Trust and Estate Administration Paralegal with over five years of experience to join their teams in New Jersey, New York, or Florida. The role involves managing all aspects of estate and trust administration, including probate processes (with a preference for familiarity with NJ, NY, and FL probate), client interactions, coordination with financial planners and accountants, and the preparation of estate tax returns and fiduciary accountings. Responsibilities also include asset distribution, trust funding, and deed work.Required:Superior communication and mathematical skills, with a strong proficiency in estate tax software such as ONESOURCE/Fast Tax, HotDocs, and Microsoft Word considered a plus. We are looking for someone who is highly organized, able to prioritize effectively and works well in a team setting. A college degree, paralegal certificate, or a JD Open to a NYC, northern NJ, or Boca Raton-based person as the role is hybrid. Candidates must have law firm experience and a solid background.

Created: 2025-03-03